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Clean Energy

Clean energy is electricity generated without burning fuel, and the equipment and projects that make it. Its economics have moved on from depending on subsidy to competing on cost, and the binding constraint has shifted from the generators to the grid that has to absorb them.

134 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
51
ClearBridge Investments
ClearBridge Investments
New York
$571M -$10.5M 8 0.49% Reduced
52
RH
Riverstone Holdings
New York
$547M $0 1 52.88% Maintained
53
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$531M -$64.6M 56 0.19% Reduced
54
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$530M +$5.84M 6 0.36% Increased
55
Bahl & Gaynor
Bahl & Gaynor
Ohio
$524M -$4.6M 5 3.71% Reduced
56
First Trust Advisors
First Trust Advisors
Illinois
$519M +$136M 29 0.83% Increased
57
VanEck Associates
VanEck Associates
New York
$518M -$82.9M 17 1.65% Reduced
58
Nomura Holdings
Nomura Holdings
Japan
$512M +$113M 7 1.12% Increased
59
American Century Companies
American Century Companies
Missouri
$512M +$26.5M 25 0.45% Increased
60
Bank of Montreal
Bank of Montreal
Ontario, Canada
$455M +$92.7M 49 0.38% Increased
61
1832 Asset Management
1832 Asset Management
Ontario, Canada
$454M +$243M 13 1.18% Increased
62
Citadel Advisors
Citadel Advisors
Florida
$448M +$134M 45 0.13% Increased
63
Putnam Investments
Putnam Investments
Massachusetts
$439M -$24.5M 6 0.86% Reduced
64
SCH
Sylebra Capital (HK)
Hong Kong
$439M +$17.1M 2 13.49% Increased
65
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$436M -$34.6M 13 2.48% Reduced
66
California Public Employees Retirement System
California Public Employees Retirement System
California
$433M +$20.3M 44 0.39% Increased
67
Macquarie Group
Macquarie Group
Australia
$430M +$8.09M 26 0.73% Increased
68
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$425M -$24.5M 5 3.72% Reduced
69
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$420M -$2.69M 16 1.06% Reduced
70
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$418M -$6M 3 1.79% Reduced
71
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$417M +$22.8M 40 0.51% Increased
72
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$412M +$2.17M 30 0.65% Increased
73
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$408M +$206M 25 0.64% Increased
74
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$405M -$14.3M 7 0.15% Reduced
75
Boston Partners
Boston Partners
Massachusetts
$398M -$14.7M 7 0.73% Reduced